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Docusign + Smartsheet

Docusign + Smartsheet

Docusign + Smartsheet integrations

Update and add attachments to Smartsheet rows when DocuSign envelopes status change

Keep your project management streamlined and documents organized with this workflow. Whenever there's an envelope status update in DocuSign, it will immediately attach the relevant document to a row in your Smartsheet. This way, you can ensure all your relevant documents are in one place, accelerating your project execution and improving team collaboration.

  1. When this happens...
    Envelope Status Updated
    Envelope Status Updated
    Envelope Status UpdatedTriggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.
  2. automatically do this!
    Add Attachment to Row
    Add Attachment to Row
    Add Attachment to RowAdds a file attachment to a row.
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More things you can do with Docusign and Smartsheet

Discover other triggers and actions you can use with Docusign and Smartsheet

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  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
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    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
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    • Include form data
    Trigger
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    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
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About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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About Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
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